AWM
Adams Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $458K | Hold |
1,869
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $448K | Hold |
1,869
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $394K | Hold |
1,869
| – | – | 0.08% | 94 |
|
|
2024
Q2 | $378K | Hold |
1,869
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $374K | Hold |
1,869
| – | – | 0.09% | 87 |
|
|
2023
Q4 | $318K | Sell |
1,869
-39
| -2% | -$6.63K | 0.09% | 84 |
|
|
2023
Q3 | $277K | Sell |
1,908
-20
| -1% | -$2.9K | 0.09% | 81 |
|
|
2023
Q2 | $280K | Hold |
1,928
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $251K | Sell |
1,928
-4
| -0.2% | -$521 | 0.08% | 94 |
|
|
2022
Q4 | $259K | Buy |
1,932
+1
| +0.1% | +$134 | 0.09% | 84 |
|
|
2022
Q3 | $202K | Sell |
1,931
-38
| -2% | -$3.98K | 0.08% | 83 |
|
|
2022
Q2 | $222K | Buy |
1,969
+91
| +5% | +$10.3K | 0.08% | 66 |
|
|
2022
Q1 | $256K | Sell |
1,878
-194
| -9% | -$26.4K | 0.08% | 64 |
|
|
2021
Q4 | $328K | Sell |
2,072
-9
| -0.4% | -$1.43K | 0.1% | 62 |
|
|
2021
Q3 | $341K | Hold |
2,081
| – | – | 0.13% | 55 |
|
|
2021
Q2 | $324K | Hold |
2,081
| – | – | 0.14% | 60 |
|
|
2021
Q1 | $317K | Hold |
2,081
| – | – | 0.15% | 59 |
|
|
2020
Q4 | $264K | Hold |
2,081
| – | – | 0.17% | 52 |
|
|
2020
Q3 | $200K | Sell |
2,081
-95
| -4% | -$9.13K | 0.16% | 59 |
|
|
2020
Q2 | $205K | Buy |
+2,176
| New | +$205K | 0.21% | 70 |
|
|
2020
Q1 | – | Sell |
-2,176
| Closed | -$303K | – | 84 |
|
|
2019
Q4 | $303K | Buy |
+2,176
| New | +$303K | 0.26% | 81 |
|